The Office of Student Financial Assistance is also responsible for counseling students and parents on their options for making a CUA education affordable and for aiding in the university’s recruitment and retention efforts. The incumbent is a second tier resource to assist counselors in assessing and resolving complex financial aid issues. He/she is responsible for the overall program administration of one or more institutional and or federal aid programs or processes. He or she manages a predefined caseload of undergraduate and graduate financial aid applicants and recipients and ensures that the information provided to students is in compliance with Federal, State and university policies and regulations.
Counsels students/families on the availability and types of financial aid, eligibility, application procedures, the aid delivery process, cost and the requirements necessary to insure that financial aid funds are disbursed. Works with the Office of Student Financial Assistance team to meet objectives and to achieve long-range goals within the FA budget. Prepare reports as necessary. Provide excellent customer service.
- Responsible for the overall program administration of one or more institutional and or federal aid programs or processes. Keep abreast of all financial aid Policies and Procedures.
- Reviews existing policies and procedures for area(s) of responsibility to assure compliance with relevant regulations and when appropriate proposes recommendations for policy changes and procedural improvements.
- Team Leader for counselors within unit and act as lead or senior to other Financial Aid Counselors. Identify training needs with Senior Management. Assist with orienting and training of new Counselors.
- Manage a predefined case load of undergraduate and graduate financial aid applicants and recipients.
- Advise and counsel undergraduate and graduate students/families on the availability and types of financial aid, eligibility, application procedures, the aid delivery process, cost and the requirements necessary to insure that financial aid funds are transferred to student accounts.
- Provide excellent customer service. Answers financial aid questions, inquiries or requests from students, parents, or guardians in person or in writing.
- Evaluates unusual/mitigating circumstances documentation or appeal information provided by the student and or parent; exercises professional judgment by making adjustment or revisions to cost, contributions, need or dependency status, SAP status, as exceptions to the prescribed process/policy.
- Analyze various system generated reports such as Enrollment Credit Audit, Authorization and Disbursement report, Over-award audit, to verify continued compliance and eligibility of students receiving aid under federal, state and institutional guidelines; notifies students of changes in eligibility of awards and alternatives to amend situation.
Bachelor’s degree and a minimum of one (2) years of experience (student work, work study or internship experience included) in student personnel administration, preferably in financial aid or college admissions.
In lieu of Bachelor’s degree, a High School diploma/G.E.D. equivalent and five (5) years of experience in financial aid office in higher ed. will be considered. Experience must include work with a student population. Working knowledge of Title IV regulations and federal financial aid needs analysis is strongly preferred. Working knowledge of COD, EdConnect, NSLDS is preferred.
Experience with public speaking to include presentations is preferred. Working knowledge of Microsoft Word and Excel. Experience using a student information system (PeopleSoft preferred) is required.
- Ability to individualize information to the particular needs and situation of the student/parent.
- Strong interpersonal and organizational skills.
- Positive, proactive, highly motivated, flexible.
- Able to work as a team member and work across many teams.
- Experience interfacing with clients and customers at varying levels and handling sensitive issues.
- Demonstrated high level of analytical and problem solving skills.
- Ability to provide ongoing functional support for areas of responsibility: analyze and correct problems
- Ability to translate technical financial aid concepts into non-technical terms.
- Proficiency in establishing and enforcing standards.
- Excellent verbal and written communication skills with an ability to develop and deliver effective presentations.
- Ability to apply financial aid program knowledge to advise customers.
- Familiarity with modern office equipment, including multi-line telephones, fax and copy machines, and computers.
- Ability to advise customers of changes in policies and procedures.
- Ability to manage multiple projects and priorities concurrently.
- Detail oriented.
Job ID 2019-8802
Category Staff Position Type Regular Full-Time
Department Description Financial Aid